Quote, Pay, & Bindin minutes
Connected Workflows
Quote, Pay, & Bind workflows are automated with Simply Easier. Your team spends less time in the back office and more time building relationships with customers.
A customized experience for your agency
- Simply Easier connects to your AMS or policy admin with built-in flexibility to implement Quote, Pay, & Bind workflows that support your agency and customer expectations.
- Deliver a consistent, customized experience that matches your brand at every step of the policy lifecycle.
Quote, Pay, & Bind in one connected flow
- Generate quotes from policy data and present them inside a branded, self-service experience.
- Collect payment through ACH, card, or premium financing without leaving your workflow.
- Confirm the bind instantly with automated policy documents and payment receipts.
- Reconcile quote, payment, and policy data across your AMS, GL, and ERP automatically.
- Customize fields, approval rules, and notifications to match how your agency operates.
- Connect the systems you already use with open APIs and pre-built integrations.
- Go live in hours, not months, with a turnkey platform backed by concierge support.
Built for Carriers
An experience that lowers costs and protects your revenue before the policy is issued.
Cost Savings
Reduce operating costs by eliminating manual re-keying, paper checks, and follow-up calls. Automated reconciliation keeps your back office lean and accurate.
Pre-Authorize Payments Before Binding
Collect and verify payment before the policy is finalized. Funds are secured up front, reducing risk and giving carriers confidence at the moment of bind.
Reduce Payment Fees with Direct Bill
For carriers ready to optimize hard-dollar payment costs, Direct Bill audits interchange qualification, tokenization, and chargeback rates to lower fees — in some cases by as much as 26%.
Quote, Pay, & Bind
When payment optimization matters, Direct Bill delivers the same connected workflow with a deeper focus on interchange savings, tokenized vaulting, and carrier-grade compliance.
- Interchange audits and fee reduction
- Secure, tokenized payment collection
- Concierge implementation and developer support
Built on a foundation you can trust
Security & Compliance
- Continually audited to PCI DSS Level 1
- Compliant in all 50 states
- Enterprise access management: SSO, MFA, and role-based access controls by department
Unmatched Support
- Training sessions with product experts included in every subscription
- Call a product expert with average hold time under 1 minute
- Email support with 1-hour response time available
Reporting & Data Management
- Detailed deposit and money movement reporting
- Build your own reports and alerts
- Let our product experts recommend reporting tailored to your needs